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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-14 |
| NJ | RA | APPROVED | 2022-03-02 |
Branch Locations
51 John F Kennedy Pkwy, Short Hills, NJ 07078 • United States
Wyckoff, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 05/2016 | 11/2016 |
| Bank Of America, N.A. | Short Hills | NJ | 05/2016 | 11/2016 |
| Morgan Stanley Smith Barney Llc | Little Falls | NJ | 12/2016 | 01/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 01/2022 | Present |
| Bank Of America, N.A. | Short Hills | NJ | 03/2022 | Present |
I*: 2244291 Entity Type: For Profit Name of OBA: Calvin Coolidge Elementary School PTO Board Address: Wyckoff, NJ 07481 Investment Related: No Position, Title, Association: Treasurer Employee Start Date: 8/1/2025 Number of Hours: 10 hrs mthly Number of Hours during trading: 0 Duties: My son's school Parent Teacher Organization Treasurer Prepare annual budget with President, present budget for approval, serve as an authorized signature on school PTO bank accounts. Maintain accurate records and files for all financial transactions. Report income and expenses at each meeting, pay authorized invoices, inform president of large deposits and disbursements, coordinate cash and credit for fundraisers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-04 |
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